Clearstead Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Clearstead Advisors’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$33.4K	Buy
2025 Q1	$20K	Buy
2024 Q4	$22.4K	Hold
2024 Q3	$23K	Hold
2024 Q2	$20.2K	Buy
2024 Q1	–	Sell
2023 Q4	$722	Buy
2021 Q3	–	Sell
2021 Q2	$2K	Buy